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Eric Emerson Udvari

Howe AND Rusling, Inc.

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About Eric Emerson Udvari

Eric Udvari is an Investment Advisor Representative at Howe And Rusling, Inc., and is licensed to provide investment advice in Idaho. Eric previously worked as a Registered Representative at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Denver, Colorado, and at CHARLES SCHWAB & CO., INC. in Boise, Idaho. Eric is a Certified Financial Planner. He specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit sharing plans. Eric holds the Series 7, Series 66, and SIE licenses.

Firm Information

Eric Udvari is currently registered with Howe AND Rusling, Inc.. Howe AND Rusling, Inc. is an investment advisor based in Rochester, NY. They specialize in financial planning, portfolio management for individuals and businesses, and consulting services. The firm manages over $1.67 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. They also publish periodicals and offer selection of other advisers services.
Howe AND Rusling, Inc.

165 CULVER RD

ROCHESTER, NY 14620

$1.68B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Udvari’s Registration & Firm History

ID

09/27/2021 - Present

Howe AND Rusling, Inc. (BOISE ID)

CO

12/12/2018 - 07/16/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

ID

06/04/2015 - 11/28/2018

CHARLES SCHWAB & CO., INC. (BOISE ID)

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Licenses & Designations

BOTH

Issued 06/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Emerson Udvari.
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